Derse Morgen Financial Advisors Employee Directory

Q: What is Derse Morgen Financial Advisors known for?

Derse Morgen Financial Advisors was founded in 2005. Derse Morgen Financial Advisors operates in the Financial Services industry.

Financial ServicesNorth Carolina, United States2-10 Employees

Derse Morgen Financial Advisors is an independent financial planning firm that offers investment advisory services located in Lake Norman, NC.  We advise individuals and families who seek to simplify their financial life and make smart decisions with their money by partnering with an experienced independent financial advisor.  We also provide advice to businesses and business owners regarding retirement planning, business retirement and succession planning, as well as tax and estate planning.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC. Insurance Services offered through Derse Morgen which is not affiliated with Woodbury Financial Services, Inc.

Find Derse Morgen Financial Advisors employees' phone numbers or email addresses

Derse Morgen Financial Advisors Global Highlights

North America
5

United States Of America
5

Derse Morgen Financial Advisors's Leadership

R. M.
Director Of Client Services And Operations
Mobile Phone
Email
T. O.
Financial Advisor
Mobile Phone
Email
P. T.
Private Wealth Advisor
Mobile Phone
Email

Contact profiles from Derse Morgen Financial Advisors

Name

Title

Contact Info

Location

Last Update

R. M.
Director Of Client Services And Operations
Mobile Phone
Email
Nov 11, 2025
T. O.
Financial Advisor
Mobile Phone
Email
Nov 16, 2025
P. T.
Private Wealth Advisor
Mobile Phone
Email
United StatesNorth Carolina
Oct 22, 2024

Frequently Asked Questions

What is Derse Morgen Financial Advisors known for?

Derse Morgen Financial Advisors was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 11330 Vanstory Drive, Suite 114e. Explore Derse Morgen Financial Advisors's company overview page for more information.

What is Derse Morgen Financial Advisors's most common email format?

Derse Morgen Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Derse Morgen Financial Advisors email formats with LeadIQ.

How many employees does Derse Morgen Financial Advisors have currently?

Derse Morgen Financial Advisors has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Derse Morgen Financial Advisors's key employees and leadership?

As of December 2025, Derse Morgen Financial Advisors's key employees include:

Director Of Client Services And Operations: R. M.
Financial Advisor: T. O.
Private Wealth Advisor: P. T.

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